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Financial Consultant Financial Advisor Wealth Management

Private Bank Wealth Planner: Advanced Planning Expert

Job in Elkhart, Elkhart County, Indiana, 46516, USA
Listing for: KeyCorp
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 96000 - 181000 USD Yearly USD 96000.00 181000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Elkhart seeks a Wealth Planner responsible for delivering financial planning to high-net-worth clients. The Planner will collaborate with Relationship Managers and provide essential planning services, including risk management and estate planning. Candidates should have a bachelor's degree, CFP certification, and at least 5 years of experience in financial planning, particularly for affluent clients. This full-time position offers a competitive salary between $96,000 and $181,000 annually.
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